How big is A. B. Bilzerian, Inc.'s plan?

A. B. Bilzerian, Inc.'s plan reported $1.3M in assets and 13 participants for 2024.

Original filing (PDF)20250330111605NAL0006354640001

A. B. Bilzerian, Inc.

Name: A. B. Bilzerian, Inc. — A. B. Bilzerian 401(k), Form 5500 (2024)
Creator: A. B. Bilzerian, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A. B. Bilzerian 401(k) Profit Sharing Plan

401(k) retirement plan · A. B. Bilzerian, Inc.'s A. B. Bilzerian 401(k) Profit Sharing Plan held $1.3M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Paula Ross Masters signed A. B. Bilzerian, Inc.'s 2024 Form 5500 as plan administrator.

Paula Ross Masters — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

A. B. Bilzerian, Inc.'s EIN is 04-2606627.

EIN 04-2606627

Plan number 001

Plan year 2024

ACK ID 20250330111605NAL0006354640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for A. B. Bilzerian, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

A. B. Bilzerian, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A. B. BILZERIAN, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

A. B. BILZERIAN, INC.

EIN

all filings

Address

34 NEWBURY STREET · BOSTON, MA · 02116

Phone

(617) 536-1001

Industry

Wholesale Trade

Plan administrator